Banking Relationship Manager

1 day ago

Phoenix, Arizona, United States Waterfall Technology Consulting Partners Full time
Job Summary

This role is responsible for connecting clients with the breadth of solutions that the bank offers to help achieve financial goals. Key responsibilities include balancing service requests and sales opportunities, providing subject matter expertise on financial solutions, asking clients probing questions to understand life and financial goals, and pairing new solutions and services to meet client needs.

Key Responsibilities:

  • Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services, and solutions to meet those needs.
  • Responds to customer inquiries and concerns, creating customized solutions.
  • Sells and fulfills banking products, including checking and savings accounts, credit cards, Certificate of Deposits (CDs), Individual Retirement Accounts (IRAs), and loans.
  • Identifies client needs for licensed sales functions, making referrals to Line of Business partners.
  • Quotes rates, terms, and programs for banking solutions.
  • Manages risk in every business product and service transaction, leveraging available tools.

Requirements:

  • Displays passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
  • Has a commitment to teamwork and the flexibility to work the schedule, including weekends and holidays.
  • Has the ability to engage with clients and seek to understand their needs while actively sharing options using plain language, building rapport, and handling objections.
  • Is comfortable receiving ongoing performance feedback and coaching.
  • Is comfortable with ongoing change and learning new technology/processes.
  • Has at least an intermediate level of proficiency with computers.
  • Is self-motivated with excellent organizational skills.
  • Has strong decision-making and problem-solving skills.

Preferred Qualifications:

  • Experience in the banking/financial industry.
  • Experience working in a call center.
  • Experience in telephone sales.

Skills:

  • Attention to Detail.
  • Client Solutions Advisory.
  • Customer and Client Focus.
  • Interpret Relevant Laws, Rules, and Regulations.
  • Adaptability.
  • Client Experience Branding.
  • Customer Service Management.
  • Issue Management.
  • Problem Solving.
  • Active Listening.
  • Business Development.
  • Consulting.
  • Referral Identification.
  • Research.

Education:

High School Diploma / GED / Secondary School or equivalent.

Company Overview:

Waterfall Technology Consulting Partners LLC (WTCP) is an equal opportunity employer and welcomes candidates from all backgrounds to apply.

  • Commercial Banking Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States Western Alliance Bank Full time

    About the RoleWe are seeking a highly skilled and experienced Commercial Banking Relationship Manager to join our team at Western Alliance Bank. As a key member of our commercial banking team, you will be responsible for building and maintaining strong relationships with our clients, providing expert advice and guidance on our banking products and services,...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States Bank of Oklahoma Full time

    Job DescriptionJob Summary:The Relationship Manager IV - Commercial Banking is a key role within the Bank of Oklahoma, responsible for developing and maintaining strong relationships with middle-market privately owned businesses. This position requires a deep understanding of commercial underwriting approval processes, as well as advanced knowledge of wealth...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States Bank of Oklahoma Full time

    Job DescriptionJob Summary:The Relationship Manager IV - Commercial Banking is a key role within the Bank of Oklahoma, responsible for developing and maintaining strong relationships with middle-market privately owned businesses. This position requires a deep understanding of commercial underwriting approval processes, as well as advanced knowledge of wealth...

  • Global Banking Relationship Manager

    1 week ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking a highly skilled and experienced Global Banking Relationship Manager to join our team at First Citizens Bank. As a key member of our Relationship Management team, you will be responsible for managing a portfolio of borrowing and non-borrowing clients, focusing on client onboarding, servicing, and proactive solutioning.Key...

  • Global Banking Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    About the RoleAs a Relationship Advisor II at First Citizens Bank, you will play a key role in managing a portfolio of borrowing and non-borrowing clients, focusing on client onboarding, servicing, and proactive solutioning.Key ResponsibilitiesNew Client Onboarding & ServicingCollaborate with the relationship team to support the client onboarding...

  • Commercial Banking Relationship Manager

    8 hours ago

    Phoenix, Arizona, United States Bank of Oklahoma Full time

    Job Title: Commercial Relationship Manager IIIWe are seeking an experienced Commercial Relationship Manager III to join our team at Bank of Oklahoma. As a key member of our corporate banking group, you will be responsible for building and maintaining relationships with our clients, identifying new business opportunities, and providing expert financial...

  • Bank Relationship Manager

    1 day ago

    Phoenix, Arizona, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Bank Relationship Manager to join our team at BMO Financial Group. As a key member of our sales team, you will be responsible for driving business growth and developing strong relationships with our clients.Key ResponsibilitiesDevelop and Execute Sales Strategies: Create and implement sales plans to achieve business...

  • Commercial Banking Relationship Manager

    1 week ago

    Phoenix, Arizona, United States Bank of Oklahoma Full time

    {"Job Title": "Relationship Manager IV - Commercial Banking", "Job Summary": "We are seeking a seasoned Relationship Manager to join our Commercial Banking team. As a key member of our team, you will be responsible for developing and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their...

  • Bank Relationship Manager

    2 days ago

    Phoenix, Arizona, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Bank Relationship Manager to join our team at Bank of Montreal. As a key member of our retail banking sales and service team, you will be responsible for driving sales growth and building strong relationships with our customers.Key ResponsibilitiesDevelop and execute a market business plan to achieve...

  • Commercial Banking Relationship Manager

    3 days ago

    Phoenix, Arizona, United States Bank of Oklahoma Full time

    Job SummaryWe are seeking a seasoned Relationship Manager IV to join our Commercial Banking team. As a key member of our organization, you will be responsible for developing and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key ResponsibilitiesProspect and develop...

  • Commercial Banking Relationship Manager

    2 weeks ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager to join our team at BOK Financial Corporation. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique...

  • Relationship Manager II

    2 days ago

    Phoenix, Arizona, United States First Citizens Bank Full time

    Job SummaryWe are seeking a skilled Relationship Advisor II to join our Global Fund Banking team. As a key member of our Relationship Management team, you will be responsible for managing a portfolio of borrowing and non-borrowing clients, focusing on client onboarding, servicing, and proactive solutioning.Key ResponsibilitiesCollaborate with the...

  • Commercial Banking Relationship Manager

    5 days ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a seasoned Commercial Relationship Manager to join our team at BOK Financial Corporation. As a key member of our Corporate Banking group, you will be responsible for building and maintaining relationships with middle market clients, identifying new business opportunities, and providing expert guidance on commercial lending...

  • Commercial Banking Relationship Manager

    2 days ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job Title: Commercial Relationship Manager IIIWe are seeking an experienced Commercial Relationship Manager III to join our team at BOK Financial Corporation Group. As a key member of our corporate banking team, you will be responsible for building and maintaining relationships with our clients, identifying new business opportunities, and providing expert...

  • Commercial Banking Relationship Manager IV

    2 weeks ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryWe are seeking a highly skilled Commercial Banking Relationship Manager IV to join our team at BOK Financial. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key...

  • Commercial Banking Relationship Manager IV

    1 week ago

    Phoenix, Arizona, United States BOK Financial Full time

    About the RoleWe are seeking a highly skilled Commercial Banking Relationship Manager IV to join our team at BOK Financial. As a key member of our commercial lending team, you will be responsible for developing and maintaining relationships with middle-market privately owned businesses, providing tailored financial solutions to meet their unique needs.Key...

  • Relationship Manager II

    6 days ago

    Phoenix, Arizona, United States PNC Full time

    Job DescriptionPosition OverviewPNC is a leading financial institution that values its people as its greatest differentiator. As a Relationship Manager II - Commercial Banking, you will be part of a team that delivers exceptional customer experiences. You will be based in Phoenix, AZ, and will work closely with clients to understand their financial needs and...

  • Head of Consumer Banking Audit

    3 weeks ago

    Phoenix, Arizona, United States Sumitomo Mitsui Banking Corp Full time

    Join Our Vision:Become a part of our innovative journey to establish a fully digital banking experience that prioritizes the needs of our customers. We are a dynamic and collaborative team of experienced professionals in the financial sector, united by the goal of building a bank from the ground up, ensuring every aspect is executed with integrity—from...

  • Commercial Banking Relationship Manager

    5 days ago

    Phoenix, Arizona, United States BOK Financial Full time

    Job SummaryAs a Relationship Manager IV at BOK Financial, you will play a key role in delivering tailored financial solutions to middle-market privately owned businesses. With a strong focus on commercial lending and wealth management, you will be responsible for managing portfolios, analyzing credit requests, and recommending risk ratings. If you have a...

  • Premier Relationship Manager

    3 days ago

    Phoenix, Arizona, United States Bank of Montreal Full time

    Job SummaryWe are seeking a highly skilled and experienced Premier Relationship Manager to join our team. As a key member of our sales and service team, you will be responsible for building and managing a portfolio of mass affluent clients across multiple branch locations.Key ResponsibilitiesDevelop and maintain strong relationships with clients to...